Estate help for your clients.

Make an introduction with the client’s permission

Call to discuss the general scope, property city and timeline. Explain your role, identify the person authorized to approve work and let us know who should be included in the next conversation.

Information that helps us plan

• The property location and access arrangements
• The general types and volume of contents
• Any move, closing or other project deadline
• Whether family selections or ownership decisions remain outstanding
• Known exclusions, building restrictions or special handling needs
• The preferred contact for decisions and updates

Match the service to the project

The conversation may involve an in-person sale, online auction, buyout, cleanout or valuation. The appropriate scope depends on the contents and the purpose of the work. If a formal valuation is needed, explain who will use it and what qualifications or reporting format they require.

Keep decisions and communication clear

Confirm who can authorize the work and approve changes. A designated contact, a written list of exclusions and an agreed project scope help everyone understand responsibilities. Discuss the need for updates, sale accounting and confirmation of completion before scheduling the work.

To prepare for the first conversation, review the estate checklist and process and fees.